See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,691 | $183,519-62.6% | $155,509-55.8% | $145,922-52.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.54% | 61.17%-50.6pp | 64.67%-54.1pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,983 | $5,313-62.7% | $4,672-57.6% | $4,660-57.4% |
| Participant deferral / active EE | $4,389 | $6,462-32.1% | $5,626-22.0% | $6,688-34.4% |
| Admin fee / account holder | $1,204 | $19,313-93.8% | $15,912-92.4% | $13,397-91.0% |